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Kennedy Capital’s investment approach is
extraordinarily labor intensive. We have seven portfolio managers,
fourteen research analysts, one assistant portfolio manager and four full-time traders who manage
$3.6 billion in assets for our clients.
Our experienced team of twenty-six investment
professionals utilizes our extensive internal resources, advanced
technological infrastructure and proven investment process
to deliver superior risk-adjusted returns for our clients.
Randall Kirkland 
Randall Kirkland, CFA, is President and CEO, and serves as Chairman of the Board of Directors. He is also responsible for directing the business affairs of the firm as well as coordinating KCM's client service initiatives. Prior to joining Kennedy Capital Management, he served as a Senior Consultant with Asset Consulting Group in St. Louis, and worked with large institutional accounts for 13 years. Prior to his consulting career, Mr. Kirkland was involved in institutional investment management for six years. Mr. Kirkland is past President of the CFA Society of St. Louis. He received his BA summa cum laude from the University of North Texas and his MBA from Saint Louis University.
Frank Latuda 
Frank Latuda, Jr., CFA, a Vice President, Director, and the Chief Investment Officer, has been the Portfolio Manager of the Small Cap Value I portfolios since 2000. He also serves as the chairman of the Investment Policy Committee. Frank joined Kennedy Capital as an equity analyst in 1997 and served as Director of Research from 1998 until 2000. He also managed the Mid Cap Value portfolios from 2002 until 2006. Prior to joining Kennedy Capital, he was an analyst with Burns, Pauli, Mahoney Company. Mr. Latuda earned a BS in Electrical Engineering from the University Of Notre Dame, an MS in Electrical Engineering and an MBA from the University of Illinois.
Stephen Mace 
Stephen Mace, JD, CPA, CFA, is a Vice President and the Chief Operating Officer. Prior to joining Kennedy Capital, Mr. Mace co- founded Centurion Alliance, Inc. in 2000 and served as a Managing Director and its first Chief Compliance Officer. Before that, he was a Vice President with the Franklin Templeton Private Client Group. Mr. Mace received his BA summa cum laude from William Jewell College and his Juris Doctor degree from the University of Missouri-Columbia School of Law.
Richard Oliver 
Richard Oliver, a Vice President and the Chief Financial Officer, also serves as the Corporate Secretary. Mr. Oliver is responsible for accounting controls, preparation of financial reports, and business operations. He is the soft dollar program administrator and assists with the managing of the intern cooperative learning program. He was formerly a college-level finance, accounting, and marketing instructor. Mr. Oliver received a BS in Business Administration and an MS in Finance from Saint Louis University.
Chuck Bryant 
Chuck Bryant is Vice President of Marketing at Kennedy Capital Management, responsible for both institutional and non-institutional accounts. Prior to that, Chuck was an equity analyst for KCM, following the food & beverage and restaurant sectors, as well as selected financial services companies. Before joining KCM, Chuck worked as an equity analyst at Pauli & Company and Fidelity National Financial. He holds a BS in Finance from Stetson University and an MBA from St. Louis University.
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Research: |
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| Michael Bertz, CFA |
-Director of Research (Tech./Prod. Durables) |
| Emily Cockle |
-Financial Services - Banks & Thrifts |
| Scott Dowdy, CFA |
-Consumer Discretionary, Consumer Staples |
| Brian Hagler |
-Financial Services - Banks & Thrifts |
| Dave Heger, CFA |
-Technology, Producer Durables |
| Chris Jersan, CFA |
-Consumer Discretionary, Consumer Staples |
| Mike Kelly, CFA |
-Energy |
| Tom Leritz, CFA |
-Materials & Processing, Special Situations |
| Chris McDonald |
-Prod. Durables: Industrials, Aerospace/Defense |
| Sean McMahon |
-Healthcare |
| John Meza |
-Technology |
| Charlie Place |
-REITs |
| Shaun Nicholson |
-Autos/Trans, Mat'ls/Processing |
| Stas Timofeyev, CFA |
-Generalist, Quant. Research, Research Systems |
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